智通财经APP获悉，统一企业中国(00220)涨超3%，截至发稿，涨3.57%，报10.16港元，成交额4124.68万港元。
中金发布研报指出，基于当前市场需求情况，统一企业中国经营追求整体稳健中积极进取。公司规划未来几年收入实现中高单位数复合增长。当前，伴随饮料市场步入旺季，市场竞争有所加剧，但目前整体反馈相对可控，行业公司促销多为阶段性促销，后续仍需关注腰部及新锐品牌等竞争策略。尽管现制饮品行业龙头门店快速扩店，管理层表示即饮网点数量远高于奶茶门店数量，受影响相对有限。
该行续指，考虑面行业格局相对稳定及竞对利润诉求增强，预计面利润率有望改善，2024年OPM为2.7%，公司希望未来几年尽快修复至中单位数以上。中长期看，公司表示将专注提升产品力、更好服务消费者，预计产品创新有望贡献中长期增长，此外饮料行业较好景气度亦有望利好业绩持续成长。
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